Upgrading a User Role
To upgrade a user role, Admin users can follow the steps below:
On your Aspire dashboard, click "Users" in the left navigation bar (web app) or click "Menu" and choose "Users" (mobile app).
Select the user whose role you want to upgrade.
In the Access Role column, click "Edit" then "Update access role".
Choose the new role based on available upgrade paths:
Accountant users can be upgraded to Employee, Finance, or Admin
Employee users can be upgraded to Finance or Admin
Finance users can be upgraded to Admin
Understanding the Upgrade Process
The time it takes for role changes to become active depends on the level of access being granted.
For standard role upgrades, the new permissions take effect immediately after you confirm the change. This applies when you're upgrading:
Accountant users to Employee or Finance roles
Employee users to Finance roles.
For Admin role upgrades, we require additional identity verification to maintain the security of your account. This is because Admin users have full access to your organization's financial operations. When you upgrade any user to the Admin role, they'll need to complete a quick verification process by:
Submit a selfie
Submit proof of address (such as a utility bill, bank statement, or government-issued ID showing their current address).
Identity Verification for Upgrade to Admin Role
If you're upgraded to the Admin role, you can follow the steps below to verify your identity:
Log in to the Aspire account and click "Verify identity".
Take a selfie, then submit a copy of proof of personal address (e.g., invoice, bank statement, legal contract, or ID that shows your name and address).
Once submitted, a confirmation banner will appear on your screen.
After our team verifies your identity, you'll immediately gain full Admin access.
Downgrading a User Role
To downgrade a user role, Admin users can follow the steps below:
On your Aspire dashboard, click "Users" in the left navigation bar (web app) or click "Menu" and choose "Users" (mobile app).
Select the user whose role you want to downgrade,
In the Access Role column, click "Edit" then "Update access role".
Choose the new role based on available downgrade paths:
Admin users can be downgraded to Finance or Employee
Finance users can be downgraded to Employee or Accountant
Employee users can be downgraded to Accountant
Understanding When Downgrades Take Effect
The timing of role downgrades varies depending on who's making the change and which roles are involved.
User Making Change | Current Role Being Changed | New Role | How It Works |
Director Admin | Employee | Accountant | Access updates immediately upon confirmation |
Director Admin | Finance | Employee or Accountant | Access updates immediately upon confirmation |
Director Admin | Non-Director Admin | Finance, Employee, or Accountant | Access updates immediately upon confirmation |
Director Admin | Director Admin | Finance, Employee, or Accountant | The affected user must acknowledge the change before it takes effect* |
Non-Director Admin | Employee | Accountant | Access updates immediately upon confirmation |
Non-Director Admin | Finance | Employee or Accountant | Access updates immediately upon confirmation |
Non-Director Admin | Non-Director Admin | Finance, Employee, or Accountant | Requires involvement from a Director Admin or our Support team** |
Non-Director Admin | Director Admin | Finance, Employee, or Accountant | The affected user must acknowledge the change before it takes effect* |
*Why acknowledgment is needed: When a Director Admin's role is being changed, they must log in and confirm the downgrade request on their end.
**Alternative authorization methods: Non-Director Admins cannot downgrade other Non-Director Admin users directly. To process these changes, you can either:
Request a Director Admin within your organization to complete the downgrade, or
Contact our Aspire Support team with a signed authorization letter from a company director, and we'll process it manually for you.
What if an Admin Hasn't Confirmed Their Downgrade?
Sometimes you may need to downgrade an Admin's access urgently—for instance, if they've left the company or their role has changed unexpectedly. If the affected Admin hasn't logged in to acknowledge the downgrade, you have options.
Admin user may contact our Support team through the in-app chat for immediate assistance. You'll need to provide a signed letter from a company director authorizing the role change, which allows our team to process it manually on your behalf.
If the Admin user is no longer listed as a company director, please also include an updated Certificate of Registration so we can verify the current company structure.
Modifying a Pending User's Role
Admin users can modify a pending user's role by following the steps below:
On your Aspire dashboard, click "Users" in the left navigation bar (web app) or click "Menu" and choose "Users" (mobile app).
Filter by Status > "Invited" to see all pending invitations.
Select the pending user whose role you'd like to modify.
Click "Edit" in the Access Role section
Click "Update access role" and select the appropriate role for their needs.
Questions? Chat with us by clicking on the messenger icon at the bottom right of the screen once you are logged in.